We build, execute and monitor life plans for our clients that answer these three questions: - What life do I want to live? - Do I have the resources to live that life? - Am I prepared for life’s surprises?As a Fee-Only, full-time fiduciary, we answer these questions with the best interest of our clients in mind.
Discover Your Money Mind® - Engage in a fun, valuable experience - Gather deep, profound behavioral insights - Analyze your spending, saving and planning tendencies - Uncover your financial strengths, challenges and opportunities
This course covers retirement risks, investments, retirement plans, asset allocation, retirement income, insurance, and estate planning. Patrick Rush, CFP®, and CEO of TFA is the primary instructor of Retirement 101 offered at Greensboro College, Greensboro, NC. Pre and post-retiree attendees attending the course will gain impactful and objective education as well as knowledge of key terms, strategies and concepts that may be important for a more successful retirement.
Dates: Tuesday (3 sessions) on 4/24, 5/1 and 5/8, from 6pm-8:30pm
Saturday (2 sessions) on 4/21 and 4/28 from 9:15am – 1pm
Friday, May 18 7:00 – Greensboro Children’s Museum Gala (sponsor)
Monday, May 21 11:30 AM – United Way Community Speaker Series (sponsor)